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Intel To Rambus: Long Walk, Short Pier
NightHwk writes: "A article here reports: "We made a big bet on Rambus and it did not work out," admitted Craig Barrett, Intel chief executive. "In retrospect, it was a mistake to be dependent on a third party for a technology that gates your performance." [...] "We hoped we were partners with a company that would concentrate on technology innovation rather than seeking to collect a toll from other companies," Barrett said.
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Rambus multiplexes the heck out of everything, to get lower pin counts. Address selection involves sending a string of values accross the bus. Data comes back in a burst of values. To get even similar performance, the Rambus architecture has to run their narrower bus several times faster and faster parallel busses have more problems - their harder to synchronize, have higher energy emissions and hence potentially more cross-talk and they are subject to resonant interference at shorter distances. This last was the problem that tubed the Intel three-slot controllers. Rambus thought they were clever enough to work around these problems, which aparantly they weren't.
They also seem to have failed to find out the frequency of different memory access modes (burst sequntial vs. random, what lengths predominate etc.) in a typical system, so they produced a system tuned for long sequential data burst. This resulted in high latencies which kill Rambus performance in typical useage (though it should really fly in streaming applications).
Rambus has a long list of nasties. Any one of them might be annoying, but collectively they make the whole thing a house of cards. Issues:
There are other problems, but that's a good starting point.
Lacking <sarcasm> tags,
Intel's contract with Rambus forces them to ship motherboards supporting Rambus DRAM... but it doesn't say HOW it has to support them.
Intel's chipset plans call for the inclusion of a separate memory bank that will make it possible to increase the performance of the chipset-embedded graphics core by adding graphics-only RAM to this special bank. The special bank will be Rambus, the main memory will be double data rate RAM.
The kicker is that NO ONE will EVER use the special slot. The embedded graphics core is dog slow, and only marginally less so with the dedicated RAM added.
Any one wanting more performance will mearly bypass the embedded core instead of actually using Rambus, but Intel will have shipped a motherboard with a Rambus interface, fulfilling their contractual obligation.
Tastes Like Chicken
There's an analysis of this announcement on The Register, here
Short Summary: Intel might be regretting it now, but they're legally committed anyway...
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I'd rather have a bottle in front of me than a frontal lobotomy
Well - atleast the CEO seems to be able to own up and say 'Yes we screwed up and yes we realise this', rather than the obfuscated search for a scape goat that most other companies seem to participate in these days. Hopefully this will be a trend for the future. Would be nice to hear more people admit blame and move on trying to change it than do everything they can do cover over mistakes.
When was the last time a *large* company came out and said "We made a bone-head manuever. We really wish our partner would pull it's head out of it's anal passageways and stop trying to screw everybody else."??? Maybe I'm having short-term memory problems, but I can't think of a single time that a company has been this fothright about something that *big*. I'm still going to be buying a Duron, mind you (hell, it's on the way), but my opinion of Intel has just risen a couple notches. Kudo's to you!
Well, looks like Rambus did serve as a positive force after all. Because of Rambus, Intel has lost *serious* ground on the low-end processor front. Canceling Timna was a major setback and how long do we expect the Celeron line to last under increased pressure from dirt-cheap Athlons? Because of Intel's dalliance with Rambus, now AMD has a major boost in the low-end of the processor market. Couple that with the fact it isnt easy to overclock newer Celerons anymore and soon every PC under $1000 is gonna be AMD Inside :) Sure, Intel still owns the top end of the server market but its the low end that really matters. Cheap PC's are heading towards telephone status in terms of ubiquity - we aren't there yet by a longshot, but I think we are on that path.
Don't blame me - I voted for Howard Dean. http://dean2004.blogspot.com
Rambust reported a 9 cent quarter yesterday. With a street estimate of 47 cents for the year going forward, they are at a price/earnings of 150. With Intel going more and more to DDR, etc. and suits like Hyundai's, I wonder if that 47 cents isn't a bit on the optimistic side...
While I don't root for Intel, its good to see that they finally realized that they are riding a lame horse with this one...
Rambus not signing any more SDRAM licences, combined with estimated legal costs, suggests a couple things
They intend to shut off the license-revene spigot on certain technologies to push others(e.g. RDRAM
They are determined to self destruct through litigation the way Ashton-Tate did.
As much ire is directed at Rambus, I can't see the logic behind this. Ashton-Tate is relevant because they channeled resources into legal wrangling, rather than R&D and customer service. They failed, by putting all their eggs into one basket, a very wrong basket.
Rambus seems to be betting the farm on sales of RDRAM and winning suits against DDRAM manufacturers (Micron, Infineon, et al) By the time appeals have run their course Rambus will probably have borrowed deeply to continue litigation and have spent little on R&D or IP acquisitions. (I wouldn't sell my Patent;¹ to a company which looks lik they may never be able to pay royalties.)
;)
That is, assuming I was some evil scum with a patent
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Chief Frog Inspector
A feeling of having made the same mistake before: Deja Foobar
Its nice to see that Intel is realizing its mistakes. Perhaps they aren't quite the bumbling behemoth that we've seen them as for the last year or so. Realizing their mistakes is the first step, now they just have to remedy them.
The article makes a very proper assumption that Intel's partnership with Rambus has been a good part of its downfall. Its not enough that their processors are more expensive than their competitors', but if you pair that up with a system that is required to use Rambus RAM, the price of that system comes up quite a bit higher than its nearest AMD-equipped neighbor. No doubt if they had endorsed a more Open RAM standard such as DDR they would be in much better shape.
But its not only that, Rambus' lawsuit frenzy has shown badly on Intel as well, since they seemed to be the only one supporting the company in the entire industry. This is most likely why those other RAM companys signed up with Rambus to pay them royaltys--because they believed the Behemoth, Intel, wanted Rambus to be on top--and they didn't want to get on Intels bad side.
But the fact that Intels CEO has "badmouthed" Rambus shows that he may be more on top of the situation than we thought...and their may be hope for the future yet. Sure, its nice to see AMD catching up and giving Intel some definite competition, but I don't think any of us want to see them fall completely out of the race.
The only thing I wonder now is for the Pentium 4. The article states that they have an agreement to include "support" for Rambus with the processor...but does that mean that they cannot include support for other, better forms of ram, such as DDR? I suppose that will show how all of this will turn out.
In any case...this is a start.
-Julius X
-Julius X
remove "-whatkindofspamdoyoutakemefor-" from email to send
Hoped! Classic! Biggest chip manufacturer in the world basing its future on dreams...
With planning like that, i bet AMD are pissing themselves!
This is good news! Intel must have finally gotten around to reading Tom's Hardware.
Maybe it's the beginning of them getting their head out of their arse. I wonder how much behind-the-scenes wrangling there has been between Intel ("make your damn memory work") and Rambus ("give us money") has gone one leading to this moment. Maybe Intel Management woke up during one of the meetings and said, "Hey! These guys are a law firm disguised as a hardware company! Argh!"
Anyway, I'm happy about this. Now, if Intel can just help shut down the Rambus crusade against all other memory makers, it'll be perfect. Find the rock that Rambus came out from under, lift it up, and chuck them back.
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Napster-to-go says "Fill and refill your compatible MP3 player", which is a lie. It's not MP3. It's WMA with DRM.
Don't count on these birds of woe disappearing anytime soon. Even if all of their patents are held invalid they are still going to collect a lot of money from people. Remember - they don't even have to advertise - which is a major expense for most companies. The advertising and promoting bills go to their 'clients'. What a scam these guys have going.
Why the hell is it so hard to make non-buggy products with Rambus? I first heard about Rambus when evaluating some new SGI graphics adapters (High Impact and Maximum Impact) that were among the first devices to use Rambus DRAM. Guess what? The products were announced in mid-1995 but ran into various bugs and supply problems which led them not to really ship till beginning-1996. When those supply problems became apparent, their stock hit an all-time high (~45) never to return and it has since dropped to around ~4.
I talked to a competitor (DEC)'s engineers around that time and they said that while they'd looked at Rambus, it was not a very stable memory technology; the complexities it introduced into their engineering were not worth the performance gain and cost hit.
The fact that Intel has had the same problems as SGI, albeit on a much, much larger scale, really leads me to wonder... what is it that makes Rambus memory controllers or interfacing chipsets so damn difficult to get working properly?
If someone could answer this question, I'd be really obliged. The "toll-keeper" problems were obvious from day 1 with Rambus... the techical problems were not.
--LP
First off, Intel have never OWNED Rambus - they merely license their technology for use in their various products. Anyone saying otherwise is simply talking rubbish.
However, they DID have a fairly serious financial deal that enabled them to purchase lots of Rambus stock at knock down prices once they had met certain requirements - this indicates more than a passing interest in the wellbeing of the Rambus company.
Personally I'm still not convinced that Rambus ever had that much to offer on the technology front, so Intel's claim that they were solely in it for the technology strikes me as doubtful. RDRAM has lots of extra bandwidth for sure, but when Intel forced the system on to the industry there was really no need for vast bandwidths such as these.
Moreover, RDRAM has really no electrical characterstics that are superior to those of SDRAM, and the gap in cost is considerable even today. Furthermore RDRAM isn't really any more 'future-proof' than SDRAM, especially when you consider the future potential of DDR.
So maybe Intel have finally just woken up and 'smelt the coffee', so to speak, realising that Rambus doesn't hold the answer to all the technical problems faced by the memory industry.
Quite apart from the technical problems CAUSED by Rambus - who remembers the i820 fiasco?
Lots of pro-Rambus zealots like to point at the success of the Playstation 2 (which employs RDRAM technology in favour of more traditional SDRAM or even SDRAM DDR technology) and intimate that this somehow relates to PCs and that Rambus is therefore "better". Saying that Rambus is "better" just because it is used in a certain product is ridiculous. Windows is fairly widely used but we all know that it's not necessarily better...
So to sum up:
1. Intel are wise to get out while they still can.
arnald
I found this section amusing, "Then, more recently, Intel scrapped its delayed low-end Timna microprocessor after customers showed little interest in a low-cost PC microprocessor that required expensive Rambus memory chips."
PHB : Ok boys, we want to sell to the skinflint consumers who only buy cheap Acers at CompUSA. I think the best option is to go with a cheap CPU and really expensive memory! How's that sound?
Lackies 1-N : That's a good idea! Let's do that!!
PHB : Good answer. Now let's have a power lunch.
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D. Fischer
ShoutingMan.com
"In retrospect, it was a mistake to be dependent on a third party for a technology that
gates your performance"
I suppose this doesn't apply at all to the Apple-Motorola situation, does it?
These are my friends, See how they glisten. See this one shine, how he smiles in the light.
"This release contains forward-looking statements regarding financial results for future periods. Actual results could differ materially. Among the factors which could cause results to differ materially is the possibility that the Pentium 4 and PlayStation2 ramps will be slower than expected, that shipment of Rambus ICs and other licensed products by Rambus licensees will be below forecast, that no additional licenses for SDRAM-compatible ICs will be signed, that prices of RDRAMs will remain high compared to SDRAMs and that litigation and building costs will exceed the Company's plans."
Sounds like Rambus might just take care of itself!